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REAL CLEAR CRYPTO: Why Advisors Need Crypto Education

Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.

The Week in Digital Wealth (9/28/21)

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Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust. 

Episode 31: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

DWN Op-Ed: Why Are Regulators Trying to Thwart Economic Democracy?

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Actions by the Commission that include slow-walking certain fintech-related qualifications, including its sheer unwillingness to approve a cryptocurrency ETF, are just the tip of the iceberg. The latest threats by the SEC to sue cryptocurrency exchanges and its allusions to banning fintech revenue models altogether should have every American deeply concerned – especially when suggestions of such bans come just weeks following an IPO effective date.

The Week in Digital Wealth (9/14/21)

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Seasons change and so does the fintech landscape. Since our last update, one major cryptocurrency exchange is calling out the SEC, Europe does not want to get left behind on digital currencies, investors have some remorse over buy now pay later, and SPACs are still popular.  

Fintech Luminaries – Meet Mark Healy of FusionIQ

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Mark Healy of FusionIQ, a digital investing platform that helps clients create a digital wealth investing experience for their end customer.

The Week in Digital Wealth (8/31/21)

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The buy now pay later niche is becoming a phenomenon after attracting e-commerce giant Amazon, with ripple effects being felt all the way to Japan. The M&A pipeline is growing stronger as the final quarter of the year approaches, and the blockchain is getting greater validation. Let’s dive in. 

COMPLYSCI APPOINTS WIDELY RESPECTED FINANCE AND ACCOUNTING EXECUTIVE WENDY FRAULO AS NEW CFO

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ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than two decades supporting high-growth technology enterprises, as its Chief Financial Officer.

Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth

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Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.

CogniCor Selected for Morgan Stanley Multicultural Innovation Lab

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insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.